CWA

Clearview Wealth Advisors Portfolio holdings

AUM $144M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.4M
AUM Growth
-$269K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$2.3M
3
+$2.28M
4
CTLT
CATALENT, INC.
CTLT
+$853K
5
LLY icon
Eli Lilly
LLY
+$791K

Top Sells

1
+$2.24M
2
+$2.24M
3
+$876K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$868K
5
WMT icon
Walmart
WMT
+$805K

Sector Composition

1 Technology 10.71%
2 Industrials 9.35%
3 Healthcare 7.77%
4 Consumer Staples 7.08%
5 Consumer Discretionary 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$914K 0.93%
10,921
+866
27
$889K 0.9%
5,636
-101
28
$870K 0.88%
2,941
+282
29
$867K 0.88%
1,849
+1,687
30
$864K 0.88%
17,656
-4,948
31
$854K 0.87%
19,696
+19,666
32
$824K 0.84%
5,666
-197
33
$814K 0.83%
4,962
-63
34
$813K 0.83%
10,939
-1,165
35
$797K 0.81%
10,342
+389
36
$764K 0.78%
11,415
+792
37
$755K 0.77%
1,656
+104
38
$751K 0.76%
1,685
-83
39
$744K 0.76%
+29,387
40
$732K 0.74%
4,420
-22
41
$727K 0.74%
3,235
+267
42
$717K 0.73%
+4,856
43
$698K 0.71%
13,184
+146
44
$662K 0.67%
23,089
-95
45
$642K 0.65%
4,763
-54
46
$636K 0.65%
12,147
-15,369
47
$634K 0.64%
14,990
-490
48
$611K 0.62%
2,047
-16
49
$606K 0.62%
1,125
-60
50
$594K 0.6%
5,457
-292
1
2
3 4 5